WG
William G. Gilbert
THE CAPROCK GROUP
Boise, ID 83702
Some features on this profile are disabled
CRD#: 2628415
WG
Professional summary
William Gordon Gilbert JR is a registered financial advisor currently at THE CAPROCK GROUP, LLC located in Boise, Idaho.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. William has worked at 2 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
UNIVERSITY OF IDAHO FOUNDATION, MOSCOW,ID_INVESTMENT-RELATED UNIVERSITY FOUNDATION-EMERITUS DIRECTOR, MEMBER OF INVESTMENT COMMITTEE, MEMBER OF CAPITAL CAMPAIGN CABINET_DUTIES: SITTING ON BOARD OF DIRECTORS, INVESTMENT COMMITTEE, FINANCE COMMITTEE. 1 HOUR PER MONTH 0 OF WHICH OCCUR DURING MARKET TRADING HOURS.
IDAHO YOUTH RANCH_BOISE, ID. INVESTMENT RELATED_NON-PROFIT FOUNDATION_SINCE JUNE 2008. MEMBER OF INVESTMENT COMMITTEE. 1 TO 2 HOURS PER MONTH 0 OF WHICH OCCUR DURING MARKET TRADING HOURS.
ST. LUKES HEALTH FOUNDATION_BOISE, ID_INVESTMENT RELATED_HOSPITAL FOUNDATION_ SINCE JUNE 2009.CHAIR OF STEWARDSHIP COMMITTEE, MEMBER OF EXECUTIVE COMMITTEE, AND BOARD OF DIRECTORS MEMBER. 1-2 HOURS PER MONTH 0 OF WHICH ARE DEVOTED DURING MARKET TRADING HOURS.
CRANE CREEK COUNTRY CLUB_BOISE, ID_CHAIR OF FINANCE COMMITTEE, MEMBER OF EXECUTIVE COMMITTEE, BOARD OF DIRECTORS MEMBER SINCE MARCH 2010_INVESTMENT RELATED_ASSIST COMMITTEE WITH REVIEWING CLUB'S BUDGET AND CASH BALANCE_3 TO 4 HOURS PER MONTH, 1 DURING MARKET TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view William Gordon Gilbert JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 18, 2005 - Present
THE CAPROCK GROUP, LLC
Office #1: 800 West Main Street Suite 1150, Boise, ID 83702RIA
CRD#: 124272
Boise, ID
Past
January 15, 1998 - August 18, 2005
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
BOISE, ID
Past
October 27, 1997 - August 18, 2005
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TC
THE CAPROCK GROUP, LLC
J AND M COMPANIES INC. | THE CAPROCK GROUP, LLC | THE CAPROCK GROUP, INC. | MCMILLENBUCKLEY, INC. | MCMILLEN AND ASSOCIATES | MCMILLEN & ASSOCIATES, INC.
CRD#: 124272 / SEC#: 801-61642
RIA
Registered Investment Advisory firm - (12/17/2002 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Idaho(8/18/2005)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TC
THE CAPROCK GROUP, LLC
J AND M COMPANIES INC. | THE CAPROCK GROUP, LLC | THE CAPROCK GROUP, INC. | MCMILLENBUCKLEY, INC. | MCMILLEN AND ASSOCIATES | MCMILLEN & ASSOCIATES, INC.
CRD#: 124272 / SEC#: 801-61642
RIA
Registered Investment Advisory firm - (12/17/2002 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
800 West Main Street Suite 1150, Boise, ID 83702
Mailing Address
Phone number
(208) 368-9600
Established
Firm type
Fiscal year end
# of Employees
64
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 408 |
| AUM (Assets Under Management) | $ 10,149,325,042 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/17/2025 | ||
| 01/28/2025 | ||
| 10/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
